Dobson Street LLC

Keith Haskell is a CFP® with 36 years of industry experience, currently serving at Dobson Street LLC since 2017. His prior experience includes roles at Wilbanks Securities Advisory and Wilbanks Securities, Inc. He also serves as Chairman of the Finance Committee and Treasurer at Pines Castle United Methodist Church. Dobson Street LLC provides discretionary portfolio management and financial planning for individuals, families, trusts, estates, business entities, and qualified plans. The firm’s approach combines fundamental and technical analysis to tailor investment strategies documented in client-specific Investment Policy Statements, emphasizing low-cost index and no-load mutual funds with regular portfolio reviews.

Roger Toelke is a financial advisor with Dobson Street LLC in Winter Park, Florida, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Dobson Street since 2017 and has been affiliated with Wilbanks Securities Advisory and Wilbanks Securities, Inc. since 2009. Outside of advising, he owns and operates R.A. Toelke Inc., a polyethylene film distribution business. Dobson Street LLC provides discretionary portfolio management and financial planning services to individuals, families, trusts, estates, business entities, pooled investment vehicles, and qualified and non-qualified plans. The firm emphasizes tailored advice using fundamental and technical analysis and generally favors low-cost index funds and no-load mutual funds, with portfolios reviewed at least quarterly.